Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,064 | $165,361-26.2% | $149,715-18.5% | $158,950-23.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.07% | 348.24%-335.2pp | 276.66%-263.6pp | 302.91%-289.8pp |
| Employer contribution / active EE | $858 | $5,103-83.2% | $4,645-81.5% | $4,762-82.0% |
| Participant deferral / active EE | $1,096 | $7,182-84.7% | $6,842-84.0% | $5,983-81.7% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |